2018-11-15T02:36:16-06:00 2017-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2017-01-01 473044430 STRADA EDUCATION NETWORK INC STRA 3178061200 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 MATTHEW MURPHY EVP & CFO 3178061200 2018-11-15 1 SAMANTHA BOKORI P01057347 3174648600 47.44.8.66 2018-11-15 02:34:07 CS P C64610ABE23AD5845076C6771D0CCBF5592AB213 880041A09662715A04D312BA82F10799ABA76712 2017 2019-02-21 02:37:17Z X WILLIAM HANSEN 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 419546055 0 X WWW.STRADAEDUCATION.ORG X 2015 DE TO PROVIDE OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ROADTRIP NATION, LTD. AND DXTERA INSTITUTE, INC. TO PURSUE THEIR MISSION TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS, AND SUCCESS. 14 13 193 0 -3877109 -4345992 0 39876369 6300000 1686243 12684660 55406428 0 93302 18984660 97062342 2918203 22801952 0 0 4906872 21271982 0 0 0 7596930 35709539 15422005 79783473 3562655 17278869 1270125085 1414001176 22990727 32548101 1247134358 1381453075 TO PROVIDE OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF ROADTRIP NATION, LTD. AND DXTERA INSTITUTE, INC. TO PURSUE THEIR MISSION TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS, AND SUCCESS. 0 0 18312998 0 1512000 STRADA EDUCATION NETWORK, INC. WAS INCORPORATED AS A 501(C)(3) ORGANIZATION. ADDITIONALLY, STRADA EDUCATION NETWORK, INC. IS A 509(A)(3) SUPPORTING ORGANIZATION TO ROADTRIP NATION, LTD. AND DXTERA INSTITUTE, INC. 22801952 22801952 STRADA EDUCATION NETWORK, INC. PROVIDES GRANTS TO POSTSECONDARY INSTITUTIONS TO PURSUE THE MISSION OF THE SUPPORTED ORGANIZATIONS IN PREPAREDNESS, ACCESS AND SUCCESS IN HIGHER EDUCATON. 41114950 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 147 0 1 193 1 1 1 0 0 0 0 0 0 0 0 0 X 14 13 1 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X TOM ERTEL 3178061200 9998 CROSSPOINT BVLD STE 400 INDIANAPOLIS IN 462563307 EDWARD SCHMIDT CHAIR & BOARD MEMBER 2.00 0.00 X 85916 0 0 ERNEST NEWBORN II BOARD MEMBER 3.00 0.00 X 74750 0 0 WILLIAM NEALE BOARD MEMBER 2.00 0.00 X 69046 0 0 ILENE NAGEL BOARD MEMBER 2.00 0.00 X 75868 0 0 ERIK MORENO BOARD MEMBER 2.00 0.00 X 69250 0 0 MICHAEL KING BOARD MEMBER 2.00 0.00 X 67000 0 0 MARSHALL GRIGSBY BOARD MEMBER 2.00 0.00 X 75916 0 0 BLAKE DEVITT BOARD MEMBER 2.00 0.00 X 75750 0 0 MARLENE COULIS BOARD MEMBER 2.00 0.00 X 70296 0 0 REV WILLIAM BEAUCHAMP BOARD MEMBER 2.00 0.00 X 73250 0 0 IKE BATALIS CHAIRMAN 2.00 0.00 X 65000 0 0 WILLIAM HANSEN PRESIDENT & CEO 35.00 7.00 X X 620258 0 103664 THOMAS MANGAS BOARD MEMBER 2.00 0.00 X 21667 0 0 MIRIAM STROUSE BOARD MEMBER 2.00 0.00 X 23417 0 0 MARK PELESH EVP & CSO 38.00 4.00 X 309937 0 76664 SHITAL PATEL SVP, CIO (THRU 10/1/17) 40.00 0.00 X 308272 0 291999 LARRY LUTZ EVP, CORP DEV 10.00 34.00 X 276450 0 71564 STEPHEN C HAM EVP & CFO 38.00 2.00 X 322746 0 73694 ALISON GRIFFIN SVP EXT & GOVT REL (THRU 9/1/17) 39.00 1.00 X 156605 0 21932 SCOTT FLEMING EVP, CHIEF CPO 37.00 4.00 X 264674 0 62993 THOMAS DAWSON EVP & COO 38.00 3.00 X 271055 0 66764 CAROL D'AMICO EVP NAT ENG & MISS ADV 39.00 1.00 X 288382 0 55663 CRAIG P ANDERSON SVP BUS DEV 5.00 35.00 X 0 263799 67000 DAVID B BOODT EVP & GEN COUN & SEC (THRU 5/31/17) 40.00 0.00 X 1190315 0 63254 MATTHEW B MURPHY III EVP & CFO (BEG 9/11/17) 40.00 0.00 X 74733 0 0 ERIN ROTH EVP LEGAL, GC/CORP SEC (BEG 12/1/17) 40.00 0.00 X 68564 0 33529 TERRY HOLLOWAY SVP CHIEF TALENT OFF (FEB-MAR 2017) 40.00 0.00 X 193334 0 42985 DARYL GRAHAM SVP MISS ADV & PHIL (FEB-MAR 2017) 40.00 0.00 X 148574 0 16493 DEBORAH MCCLOUD VP & CONTROLLER 32.00 0.00 X 169804 0 222946 LEONARD GURIN SVP INVESTMENTS 40.00 0.00 X 187693 0 54676 DEREK REDELMAN VP, RESEARCH & POLICY 40.00 0.00 X 177850 0 17291 ANNE CALVERT VP, FINANCIAL ANALYSIS & BUDGET 40.00 0.00 X 180972 0 44325 CEBRA GRAVES VP, INSIGHTS & PLANNING 40.00 0.00 X 188914 0 52399 JONI M ANDERSON VP, ASSOC GENERAL COUNSEL 40.00 0.00 X 177909 0 49162 ROBERT MURRAY VP CORP COMM 40.00 0.00 X 236504 0 29697 6660671 263799 1518694 31 0 1 0 GALLUP INC 1001 GALLUP DRIVE OMAHA NE 68102 CONSULTING SERVICES 8172019 ERNST & YOUNG LLP 111 MONUMENT CIRCLE INDIANAPOLIS IN 460242094 AUDIT SERVICES 1065467 BUSS INC 14 WALL STREET STE 2069 NEW YORK NY 10005 IT CONSULTING SERVICES 885170 DIRECT PATH INC 9425 NORTH MERIDIAN 160 INDIANAPOLIS IN 46260 CONSULTING SERVICES 742946 MORGAN LEWIS & BOCKIUS LLP 1111 PENNSYLVANIA AVENUE NW WASHINGTON DC 200042541 LEGAL FEES 653952 44 39876369 39876369 ADMINISTRATIVE FEES 561000 1686243 1512000 174243 1686243 15716814 -4051352 19768166 397640 304338 93302 93302 93302 361868989 322179375 39689614 39689614 39689614 97062342 1512000 -3877109 59551082 X 22801952 22801952 5300005 5300005 11549496 2598822 8950674 468886 122435 346451 3260063 850080 2409983 693532 138374 555158 2498736 1083077 1415659 457316 457316 8023904 8023904 17428335 10391609 7036726 1950121 1693080 257041 44080 12290 31790 1362530 104010 1258520 841226 153719 687507 1109092 294575 814517 351966 257532 94434 2866 2866 169385 32419 136966 576131 105278 470853 DUES & ASSOCIATION FEES 735445 456096 279349 SUBSCRIPTIONS 110121 18985 91136 OFFICE RELOCATION 22997 22997 EMPLOYEE HOLIDAY PARTY 13059 13059 12229 617 11612 79783473 41114950 38668523 0 54076839 62959452 1591793 22561956 8844 247759 2542849 1969283 368502 573566 387882149 310730891 785311086 941628141 26678904 52531031 14206968 22768380 1270125085 1414001176 9223685 14498755 12747042 12238092 1020000 5811254 22990727 32548101 X 1247134358 1381453075 1247134358 1381453075 1270125085 1414001176 X 17278869 115090508 1949340 X 0 1 X 1 0 X X X 3 ROADTRIP NATION LTD 263889207 7 1 420175 0 DXTERA INSTITUTE INC 815103331 10 1 768787 0 UNITED STUDENT AID FUNDS INC 946050341 7 1 0 0 3 1188962 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION A, LINE 5A: STRADA EDUCATION NETWORK, INC. REMOVED THE FOLLOWING SUPPORTED ORGANIZATION DURING TAX YEAR 2017: - UNITED STUDENT AID FUNDS, INC. - 94-6050341 EFFECTIVE NOVEMBER 16, 2016, STRADA EDUCATION NETWORK, INC.'S BOARD OF DIRECTORS VOTED TO TRANSFER THEIR MEMBERSHIP INTEREST IN UNITED STUDENT AID FUNDS, INC. TO GREAT LAKES HIGHER EDUCATION CORP. THE ARTICLES OF INCORPORATION WERE AMENDED TO REMOVE UNITED STUDENT AID FUNDS, INC. AS A SUPPORTED ORGANIZATION DURING 2017. STRADA EDUCATIONAL NETWORK, INC. ADDED THE FOLLOWING SUPPORTED ORGANIZATION DURING TAX YEAR 2017: - DXTERA INSTITUTE, INC. - 81-5103331 STRADA EDUCATION NETWORK, INC. BECAME THE MEMBER OF DXTERA INSTITUTE, INC. THE ARTICLES OF INCORPORATION WERE AMENDED TO ADD DXTERA INSTITUTE, INC. AS A SUPPORTED ORGANIZATION DURING 2017. SCHEDULE A, PART IV, SECTION A, LINE 6: STRADA EDUCATION NETWORK, INC. PROVIDES SUPPORT TO PUBLIC CHARITIES ON BEHALF OF ITS SUPPORTED ORGANIZATIONS. SUPPORT IS GIVEN TO PUBLIC CHARITIES THAT FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BY PROVIDING GRANTS TO POSTSECONDARY INSTITUTIONS AND EDUCATIONAL PARTNERS TO PURSUE THE MISSION OF ITS SUPPORTED ORGANIZATIONS IN PREPAREDNESS, ACCESS AND SUCCESS IN HIGHER EDUCATION. SCHEDULE A, PART IV, SECTION D, LINE 3: STRADA EDUCATION NETWORK, INC. IS THE PARENT AND SUPPORTING ORGANIZATION OF DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD. STRADA EDUCATION NETWORK, INC. PROVIDES OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD. SOME OF THE OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATIONS ARE ALSO OFFICERS AND/OR DIRECTORS OF THE SUPPORTING ORGANIZATION. THIS OVERLAP BETWEEN ORGANIZATIONS HELPS TO ENSURE THAT THERE IS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP BETWEEN THE ORGANIZATIONS. DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD. HAVE A SIGNIFICANT VOICE IN STRADA EDUCATION NETWORK, INC.'S OPERATIONS, INCLUDING THE USE OF ITS INCOME OR ASSETS. SCHEDULE A, PART IV, SECTION E, LINE 3A: STRADA EDUCATION NETWORK, INC. IS SOLELY RESPONSIBLE FOR THE ELECTION OF THE BOARD OF TRUSTEES OF DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD. THE BOARDS OF DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD. IN TURN, ELECT THE OFFICERS OF THE RESPECTIVE ORGANIZATION. SCHEDULE A, PART IV, SECTION E, LINE 3B: STRADA EDUCATION NETWORK, INC. WAS ORGANIZED TO OPERTATE FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD. STRADA EDUCATION NETWORK, INC. WAS ORGANIZED TO PROVIDE OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS TO ENABLE THEM TO PURSUE THEIR RESPECTIVE MISSIONS. STRADA EDUCATION NETWORK, INC. IS RESPONSIBLE FOR THE OVERALL COORDINATION AND SUPERVISION OF THE SUPPORTED ORGANIZATIONS AND IS RESPONSIBLE FOR APPROVAL OF THE SUPPORTED ORGANIZATIONS BUDGET. 142888 136657 6231 1487375 1341001 146374 912586 491625 420961 573566 FIXED INCOME: CORPORATE BONDS 69533141 F FIXED INCOME: ASSET-BACKED SECURITIES 40467 F FIXED INCOME: MUNICIPAL BONDS 48172074 F PRIVATE EQUITY FUNDS 155329173 F EQUITY SECURITIES 138329831 F HEDGE FUNDS - EQUITY 86917025 F LIMITED LIABILITY PARTNERSHIP - EQUITY 148048757 F LIMITED LIABILITY PARTNERSHIP - FIXED INCOME 34972161 F LIMITED LIABILITY CORPORATION - EQUITY 135938620 F LIMITED LIABILITY CORPORATION - FIXED INCOME 85998802 F POOLED ACCOUNTS 25516507 F DIRECT INVESTMENTS - EQUITY 8219361 C DIRECT INVESTMENTS - DEBT 4612222 C 941628141 DUE TO AFFILIATE 5811254 5811254 X PART X, LINE 2: PER THE CONSOLIDATED FINANCIAL STATEMENTS OF STRADA EDUCATION NETWORK, INC., "STRADA ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES ON A MORE-LIKELY-THAN-NOT CRITERIA BASED ON THE POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO UNCERTAINTIES THAT REQUIRE RECOGNITION OR DISCLOSURE AS OF DECEMBER 31, 2017." EUROPE (INCLUDING ICELAND AND GREENLAND) INVESTMENTS 18372192 CENTRAL AMERICA & THE CARIBBEAN INVESTMENTS 81552499 NORTH AMERICA INVESTMENTS 1985349 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 447279 EAST ASIA AND THE PACIFIC INVESTMENTS 1154476 0 0 0 0 0 0 103511795 0 103511795 1 0 1 1 1 0 1 100 BLACK MEN OF INDIANAPOLIS 1140 DR MARTIN LUTHER KING JR INDIANAPOLIS IN 46202 351813852 501(C)(3) 19950 0 MATCHING GIFTS, OPERATING GRANT AMERICAN COUNCIL ON EDUCATION ONE DUPONT CIRCLE NW STE 320 WASHINGTON DC 20036 530196573 501(C)(3) 150000 0 OPERATING GRANT AMERICAN HEART ASSOCIATION 5375 SW 7TH AVE TOPEKA KS 66606 135613797 501(C)(3) 6250 0 MATCHING GIFTS, OPERATING GRANT AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 521573446 501(C)(3) 800000 0 OPERATING GRANT ANDERSON UNIVERSITY 1100 E 5TH STREET ANDERSON IN 46012 350867954 501(C)(3) 5520 0 MATCHING GIFTS ARIZONA STATE UNIVERSITY FOUNDATION PO BOX 2260 TEMPE AZ 85280 866051042 501(C)(3) 2400000 0 OPERATING GRANT ASIAN & 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WEST BRADLEY AVENUE PEORIA IL 61625 370661494 501(C)(3) 65000 0 DIRECTED GIFTS, MATCHING GIFTS BRIGHAM YOUNG UNIVERSITY - IDAHO 591 NORTH 2ND EAST REXBURG ID 83460 820207699 501(C)(3) 25000 0 DIRECTED GIFTS BUTLER UNIVERSITY 4600 SUNSET AVENUE INDIANAPOLIS IN 46208 350867977 501(C)(3) 68368 0 DIRECTED GIFTS, MATCHING GIFTS CARLTHORP SCHOOL 438 SAN VINCENTE BLVD SANTA MONICA CA 90402 953512203 501(C)(3) 11250 0 MATCHING GIFTS CATCH THE STARS FOUNDATION INC PO BOX 53557 INDIANAPOLIS IN 46253 050604202 501(C)(3) 13000 0 OPERATING GRANT CATHEDRAL HIGH SCHOOL 5225 E 56TH ST INDIANAPOLIS IN 46226 356254955 501(C)(3) 11500 0 DIRECTED GIFTS, MATCHING GIFTS CENTER FOR LEADERSHIP DEVELOPMENT 2425 DR MARTIN LUTHER KING JR INDIANAPOLIS IN 46208 351389882 501(C)(3) 250000 0 OPERATING GRANT CENTRAL INDIANA COMMUNITY FOUNDATION INC 615 N ALABAMA INDIANAPOLIS IN 46204 351793680 501(C)(3) 100000 0 OPERATING GRANT CHRISTEL HOUSE ACADEMY INC 2717 S EAST STREET INDIANAPOLIS IN 46225 020550824 501(C)(3) 10000 0 OPERATING GRANT CHURCHILL ROAD ELEMENTARY PTA 7100 CHURCHILL ROAD MCLEAN VA 22101 521288898 501(C)(3) 10000 0 MATCHING GIFTS CIVIC NATION 1120 G STREET NW 990 WASHINGTON DC 20005 473576918 501(C)(3) 248000 0 OPERATING GRANT COACHART 3303 WILSHIRE BLVD SUITE 1200 LOS ANGELES CA 90010 943389547 501(C)(3) 30333 0 MATCHING GIFTS, OPERATING GRANT COLLEGE MENTORS FOR KIDS 212 W 10TH ST SUITE B260 INDIANAPOLIS IN 46202 352002052 501(C)(3) 10000 0 OPERATING GRANT CONGREGATION OF HOLY CROSS US PROVINCE INC PO BOX 765 NOTRE DAME IN 46556 320344245 501(C)(3) 90500 0 DIRECTED GIFTS, MATCHING GIFTS CONNER PRAIRIE MUSEUM INC 13400 ALLISONVILLE ROAD FISHERS IN 46038 203402627 501(C)(3) 16000 0 MATCHING GIFTS, OPERATING GRANT COOPERATIVE FOR EDUCATION 2300 MONTANA AVE SUITE 301 CINCINNATI OH 45211 311545464 501(C)(3) 17700 0 DIRECTED GIFTS, MATCHING GIFTS COUNCIL OF INDEPENDENT COLLEGES ONE DUPONT CIRCLE NW STE 320 WASHINGTON DC 20036 016004776 501(C)(3) 1200000 0 OPERATING GRANT CROSSROADS OF AMERICA COUNCIL BOY SCOUTS OF AMERICA 7125 FALL CREEK RD N INDIANAPOLIS IN 46256 350867962 501(C)(3) 14320 0 MATCHING GIFTS, OPERATING GRANT DAMAR FOUNDATION 6067 DECATUR BOULEVARD INDIANAPOLIS IN 46142 351833180 501(C)(3) 8500 0 MATCHING GIFTS, OPERATING GRANT DC GRAYS BASEBALL 1800 M492-6226 STREET NW WASHINGTON DC 20036 452797475 501(C)(3) 20500 0 MATCHING GIFTS, OPERATING GRANT DRAKE UNIVERSITY 2507 UNIVERSITY DES MOINES IA 50311 420680460 501(C)(3) 10000 0 DIRECTED GIFTS ECONOMIC CLUB OF INDIANA INC 1630 NORTH MERIDIAN STREET INDIANAPOLIS IN 46202 237381408 501(C)(3) 10000 0 OPERATING GRANT EDUCATION ASSISTANCE FUND 7371 MOUNTCALM DR MCLEAN VA 22102 202126318 501(C)(3) 6000 0 MATCHING GIFTS EMBARC INC PO BOX 221450 CHICAGO IL 60622 273453182 501(C)(3) 63000 0 DIRECTED GIFTS, MATCHING GIFTS ENDEAVOR GLOBAL INC 900 BROADWAY SUITE 301 NEW YORK NY 10003 133931449 501(C)(3) 10000 0 OPERATING GRANT EVANGEL UNIVERSITY 1111 NORTH GLENSTONE AVENUE SPRINGFIELD MO 65802 440589787 501(C)(3) 15000 0 DIRECTED GIFTS EXCELENCIA IN EDUCATION 1156 15TH ST NW SUITE 1001 WASHINGTON DC 20005 200927912 501(C)(3) 583517 0 OPERATING GRANT FAITH HOPE & LOVE COMMUNITY INC 40 W 40TH STREET INDIANAPOLIS IN 46208 743154037 501(C)(3) 14600 0 MATCHING GIFTS, OPERATING GRANT FALL CREEK BASEBALL & SOFTBALL INC 5625 N 630 W FAIRLAND IN 46126 356073822 501(C)(3) 8600 0 MATCHING GIFTS FALL CREEK JUNIOR HIGH CHOIR 12883 WALBECK DR FISHERS IN 46037 351099143 501(C)(3) 13475 0 MATCHING GIFTS FAMILY PROMISE OF GREATER INDIANAPOLIS PO BOX 441367 INDIANAPOLIS IN 46244 351909912 501(C)(3) 16180 0 MATCHING GIFTS, OPERATING GRANT FAMILY RESOURCE CENTER INC PO BOX 329 RAYMOND MS 39154 113697689 501(C)(3) 22500 0 MATCHING GIFTS FATHERS AND FAMILIES CENTER 2835 NORTH ILLINOIS STREET INDIANAPOLIS IN 46208 352069047 501(C)(3) 30000 0 OPERATING GRANT FRIENDS OF GARFIELD PARK INC PO BOX 33002 INDIANAPOLIS IN 46203 105186716 501(C)(3) 6500 0 MATCHING GIFTS FURMAN UNIVERSITY 3300 POINSETT HIGHWAY GREENVILLE SC 29613 570314395 501(C)(3) 35000 0 DIRECTED GIFTS GASTRIC CANCER FOUNDATION PO BOX 338 MILLBRAE CA 94030 272978173 501(C)(3) 25000 0 MATCHING GIFTS GENESYS WORKS 14400 MEMORIAL DRIVE SUITE 200 HOUSTON TX 77079 030440761 501(C)(3) 75000 0 OPERATING GRANT GIRL SCOUTS OF CENTRAL INDIANA 2611 WATERFRONT PARKWAY DRIVE INDIANAPOLIS IN 46214 350876381 501(C)(3) 7050 0 MATCHING GIFTS, OPERATING GRANT GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 351483868 501(C)(3) 34400 0 MATCHING GIFTS, OPERATING GRANT GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 501(C)(3) 6000 0 MATCHING GIFTS GREATER HOUSTON COMMUNITY FOUNDATION 5120 WOODWAY DRIVE SUITE 6000 HOUSTON TX 77056 237160400 501(C)(3) 940510 0 MATCHING GIFTS, OPERATING GRANT HECHINGER INSTITUTE TEACHERS COLLEGE 475 RIVERSIDE DRIVE SUITE 650 NEW YORK NY 10015 131624202 501(C)(3) 20000 0 OPERATING GRANT HERITAGE CHRISTIAN SCHOOL 6401 EAST 75TH STREET INDIANAPOLIS IN 46250 351111818 501(C)(3) 6000 0 DIRECTED GIFTS, MATCHING GIFTS HISPANIC SCHOLARSHIP FUND 1411 W 190TH STREET SUITE 700 GARDENA CA 90248 521051044 501(C)(3) 200000 0 OPERATING GRANT IMANI AID INC PO BOX 40111 INDIANAPOLIS IN 46240 273473768 501(C)(3) 11550 0 MATCHING GIFTS INDIANA AMATEUR BASEBALL ASSOCIATION DBA PLAY BALL INDIANA PO BOX 681372 INDIANAPOLIS IN 46268 311032580 501(C)(3) 9150 0 MATCHING GIFTS, OPERATING GRANT INDIANA BLACK EXPO INC 3145 N MERIDIAN STREET INDIANAPOLIS IN 46208 351406245 501(C)(3) 37500 0 OPERATING GRANT INDIANA COMMISSION FOR HIGHER EDUCATION 101 W OHIO ST INDIANAPOLIS IN 46204 356000158 STATE OF INDIANA 275000 0 OPERATING GRANT INDIANA CONFERENCE FOR WOMEN LTD 8651 EMERALD LANE INDIANAPOLIS IN 46260 813030757 501(C)(3) 50000 0 OPERATING GRANT INDIANA OPERA SOCIETY INC 4011 N PENNSYLVANIA STREET INDIANAPOLIS IN 46205 351405179 501(C)(3) 10000 0 OPERATING GRANT INDIANA PLAN FOR EQUAL EMPLOYMENT INC 3530 SOUTH RURAL STREET INDIANAPOLIS IN 46237 351171606 501(C)(3) 50000 0 OPERATING GRANT INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 356018940 501(C)(3) 356420 0 DIRECTED GIFTS, MATCHING GIFTS INDIANA YOUTH INSTITUTE INC 603 E WASHINGTON ST INDIANAPOLIS IN 46204 311251680 501(C)(3) 21500 0 DIRECTED GIFTS, MATCHING GIFTS, OPERATING GRANT INDIANAPOLIS URBAN LEAGUE 777 INDIANA AVE INDIANAPOLIS IN 46202 356060655 501(C)(3) 25000 0 OPERATING GRANT INDY HONOR FLIGHT 9093 S STATE ROAD 39 MOORESVILLE IN 46158 453946329 501(C)(3) 10000 0 OPERATING GRANT INTERNATIONAL SCHOOL OF INDIANA 4330 NORTH MICHIGAN ROAD INDIANAPOLIS IN 46208 351887161 501(C)(3) 17850 0 DIRECTED GIFTS, MATCHING GIFTS IVY ENDOWMENT INC PO BOX 88474 INDIANAPOLIS IN 46208 310962055 501(C)(3) 43500 0 MATCHING GIFTS IVY TECH COMMUNITY COLLEGE 50 WEST FALL CREEK PARKWAY N DR INDIANAPOLIS IN 46208 237073977 501(C)(3) 68200 0 DIRECTED GIFTS, MATCHING GIFTS, OPERATING GRANT J REUBEN CLARK LAW SOCIETY 2221 BEACON LANE FALLS CHURCH VA 22043 870217280 501(C)(3) 48000 0 DIRECTED GIFTS, OPERATING GRANT JACKIE ROBINSON FOUNDATION INC 1999 AVENUE OF THE STARS LOS ANGELES CA 90067 132896345 501(C)(3) 3900000 0 OPERATING GRANT JACKSON STATE UNIVERSITY DEVELOPMENT FOUNDATION INC 1400 JR LYNCH STREET JACKSON MS 39217 237061115 501(C)(3) 30000 0 MATCHING GIFTS JDRF 10401 N MERIDIAN SUITE 150 INDIANAPOLIS IN 46290 231907729 501(C)(3) 18450 0 MATCHING GIFTS, OPERATING GRANT JEFFERSON EDUCATION EXCHANGE INC 1405 S FERN ST 154 ARLINGTON VA 22202 823654516 501(C)(3) 1000000 0 OPERATING GRANT JEWISH FEDERATION OF GREATER INDIANAPOLIS 6705 HOOVER ROAD INDIANAPOLIS IN 46260 350888017 501(C)(3) 7000 0 MATCHING GIFTS JOBS FOR AMERICA'S GRADUATES INC 1729 KING STREET SUITE 100 ALEXANDRIA VA 22314 521194546 501(C)(3) 355150 0 OPERATING GRANT KANSAS STATE UNIVERSITY 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 480771751 501(C)(3) 25000 0 DIRECTED GIFTS KIPP INDY PUBLIC SCHOOLS 1740 E 30TH STREET INDIANAPOLIS IN 46218 300145826 501(C)(3) 25000 0 OPERATING GRANT LA PLAZA INC 8902 E 38TH STREET INDIANAPOLIS IN 46226 300029575 501(C)(3) 10000 0 OPERATING GRANT MARIAN UNIVERSITY 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 350868175 501(C)(3) 185000 0 DIRECTED GIFTS, MATCHING GIFTS, OPERATING GRANT MARTIN UNIVERSITY 2186 N SHERMAN DRIVE INDIANAPOLIS IN 46218 310970262 501(C)(3) 59350 0 DIRECTED GIFTS, MATCHING GIFTS, OPERATING GRANT MENTORING WOMEN'S NETWORK FOUNDATION INC 202 E MARKET ST INDIANAPOLIS IN 46204 462992450 501(C)(3) 116375 0 MATCHING GIFTS, OPERATING GRANT MIAMI UNIVERSITY 725 E CHESTNUT ST OXFORD OH 45056 316402089 501(C)(3) 5750 0 DIRECTED GIFTS, MATCHING GIFTS MIAMI UNIVERSITY PERFORMING ARTS SERIES 725 E CHESTNUT ST OXFORD OH 45056 316026014 501(C)(3) 5500 0 DIRECTED GIFTS MILLION MEAL MOVEMENT PO BOX 12 CARMEL IN 33132 208533217 501(C)(3) 75000 0 OPERATING GRANT MONTANA DEPARTMENT OF LABOR AND INDUSTRY PO BOX 1728 HELENA MT 59624 810302402 STATE OF MONTANA 150000 0 OPERATING GRANT MONTANA UNIVERSITY SYSTEM 2500 BROADWAY HELENA MT 59620 810302402 STATE OF MONTANA 199024 0 OPERATING GRANT MOREHOUSE COLLEGE 830 WESTVIEW DRIVE ATLANTA GA 30314 580566205 501(C)(3) 19050 0 DIRECTED GIFTS, MATCHING GIFTS MORGAN STATE UNIVERSITY FOUNDATION 1700 COLD SPRING ST BALTIMORE MD 21251 237089143 501(C)(3) 15750 0 DIRECTED GIFTS, MATCHING GIFTS MUSIC ACADEMY OF THE WEST 1070 FAIRWAY RD SANTA BARBARA CA 93108 951525814 501(C)(3) 10500 0 MATCHING GIFTS NATIONAL COUNCIL FOR ADOPTION 225 N WASHINGTON ST ALEXANDRIA VA 22314 751721671 501(C)(3) 21000 0 OPERATING GRANT NATIONAL SCHOLARSHIP PROVIDERS ASSOCIATION 2222 14TH STREET BOULDER CO 80302 364280502 501(C)(3) 15000 0 OPERATING GRANT NATIONAL URBAN LEAGUE 120 WALL STREET NEW YORK NY 10005 131840489 501(C)(3) 250000 0 OPERATING GRANT NCHEMS 3035 CENTER GREEN DR STE 150 BOULDER CO 80301 741894594 501(C)(3) 60000 0 OPERATING GRANT NEW YORK UNIVERSITY 70 WASHINGTON SQ S NEW YORK NY 10012 135562308 501(C)(3) 50000 0 OPERATING GRANT OBERLIN COLLEGE 200 WOODLAND STREET OBERLIN OH 44074 340714363 501(C)(3) 30000 0 MATCHING GIFTS PAUL QUIN COLLEGE 3837 SIMPSON STUART ROAD DALLAS TX 75241 741238438 501(C)(3) 15000 0 DIRECTED GIFTS PILGRIM PLACE 625 MAYFLOWER RD CLAREMONT CA 91711 951691301 501(C)(3) 8850 0 MATCHING GIFTS PROVIDENCE CRISTO REY HIGH SCHOOL 75 NORTH BELLEVIEW PLACE INDIANAPOLIS IN 46222 203585867 501(C)(3) 20000 0 OPERATING GRANT PURDUE FOUNDATION 403 WEST WOOD STREET WEST LAFAYETTE IN 47907 351052049 501(C)(3) 23550 0 DIRECTED GIFTS, MATCHING GIFTS READING IS FUNDAMENTAL INC 1730 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 520976257 501(C)(3) 200000 0 OPERATING GRANT REBUILDING TOGETHER 414 N COLLEGE AVENUE INDIANAPOLIS IN 46202 352099908 501(C)(3) 8200 0 MATCHING GIFTS, OPERATING GRANT RESULTS FOR AMERICA 1875 CONNECTICUT AVE NW FL 10 WASHINGTON DC 20009 812709681 501(C)(3) 250000 0 OPERATING GRANT RIGHTFIT INC 3401 N MERIDIAN ST INDIANAPOLIS IN 46208 813943390 501(C)(3) 10000 0 OPERATING GRANT ROADTRIP NATION LTD 1626 PLACENTIA AVE COSTA MESA CA 92627 263889207 501(C)(3) 420175 0 OPERATING GRANT RONALD MCDONALD HOUSE OF INDIANA 435 LIMESTONE INDIANAPOLIS IN 46202 351497202 501(C)(3) 5450 0 MATCHING GIFTS, OPERATING GRANT SANIBEL CAPTIVA CONSERVATION FOUNDATION PO BOX 839 SANIBEL FL 33957 591205087 501(C)(3) 6000 0 MATCHING GIFTS SAVING ORPHANS THROUGH HEALTHCARE AND OUTREACH (SOHO) 8240 NAAB RD STE 160 INDIANAPOLIS IN 46260 201969248 501(C)(3) 5240 0 MATCHING GIFTS, OPERATING GRANT SHEPHERDS PO BOX 1756 DARIEN CT 06820 311724639 501(C)(3) 8000 0 MATCHING GIFTS SPELMAN COLLEGE 350 SPELMAN LANE SW ATLANTA GA 30314 580566243 501(C)(3) 19050 0 DIRECTED GIFTS, MATCHING GIFTS ST RICHARDS SCHOOL FOUNDATION INC 33 E 33RD ST INDIANAPOLIS IN 46205 201167452 501(C)(3) 20000 0 DIRECTED GIFTS ST MARIA GORETTI PARISH 17104 SPRINGMILL ROAD WESTFIELD IN 46074 351950891 501(C)(3) 27275 0 MATCHING GIFTS ST VINCENT FOUNDATION 8402 HARCOURT RD STE 210 INDIANAPOLIS IN 46260 356088862 501(C)(3) 10200 0 MATCHING GIFTS STILL WATERS ADULT DAY CENTER 7160 SHADELAND AVENUE INDIANAPOLIS IN 46256 351149228 501(C)(3) 10090 0 MATCHING GIFTS SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVENUE SELINSGROVE PA 17870 231353385 501(C)(3) 64000 0 DIRECTED GIFTS, MATCHING GIFTS SYRACUSE UNIVERSITY 900 S CROUSE AVE SYRACUSE NY 13244 150532081 501(C)(3) 7500 0 DIRECTED GIFTS TEENWORKS PO BOX 40177 INDIANAPOLIS IN 46240 462047309 501(C)(3) 125000 0 OPERATING GRANT THANKSUSA 1390 CHAIN BRIDGE RD 260 MCLEAN VA 22101 203973151 501(C)(3) 100000 0 OPERATING GRANT THE BASE 11 WALNUT PARK ROXBURY MA 02119 461856641 501(C)(3) 75680 0 MATCHING GIFTS, OPERATING GRANT THE FIELD SCHOOL 2301 FOXHALL ROAD NW WASAHINGTON DC 20007 520960218 501(C)(3) 80000 0 DIRECTED GIFTS THE OPPORTUNITY NETWORK 85 BROAD STREET 6TH FLOOR NEW YORK NY 10004 431984494 501(C)(3) 54750 0 MATCHING GIFTS, OPERATING GRANT THE RMP FOUNDATION INC 520 1/2 S PITT ST ALEXANDRIA VA 22314 813920968 501(C)(3) 100000 0 OPERATING GRANT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 93065 770054631 501(C)(3) 250000 0 OPERATING GRANT THE SALVATION ARMY 3100 N MERIDIAN ST INDIANAPOLIS IN 46208 362167910 501(C)(3) 5400 0 MATCHING GIFTS THE SCHOLARSHIP FOUNDATION OF ST LOUIS 6825 CLAYTON AVE SUITE 100 ST LOUIS MO 63139 436031234 501(C)(3) 6500 0 DIRECTED GIFTS, MATCHING GIFTS THE SOUTHPORT SCHOOL 214 MAIN ST SOUTHPORT CT 06890 061135389 501(C)(3) 7500 0 MATCHING GIFTS THE VILLAGES 3833 NORTH MERIDIAN ST INDIANAPOLIS IN 46208 351708240 501(C)(3) 10000 0 DIRECTED GIFTS THINK FORWARD FOUNDATION 12175 VISIONARY WAY FISHERS IN 46038 371846905 501(C)(3) 10000 0 OPERATING GRANT THOMAS B FORDHAM INSTITUTE 1016 16TH ST NW 18TH FLR WASHINGTON DC 20036 311816446 501(C)(3) 150000 0 OPERATING GRANT THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW WASHINGTON DC 20004 411750692 501(C)(3) 260300 0 MATCHING GIFTS, OPERATING GRANT TWLOHA INC PO BOX 2203 MELBOURNE FL 32902 260789229 501(C)(3) 10101 0 MATCHING GIFTS US DREAM ACADEMY INC 5950 SYMPHONY WOODS ROAD COLUMBIA MD 21044 593514841 501(C)(3) 100000 0 OPERATING GRANT US CHAMBER OF COMMERCE FOUNDATION 1615 H STREET NW WASHINGTON DC 20062 461561597 501(C)(3) 243000 0 OPERATING GRANT UNITED NEGRO COLLEGE FUND 3737 N MERIDIAN STREET INDIANAPOLIS IN 46208 131624241 501(C)(3) 229500 0 MATCHING GIFTS, OPERATING GRANT UNITED STATES CONFERENCE OF MAYORS 1620 I STREET NW WASHINGTON DC 20006 530196642 501(C)(3) 210000 0 OPERATING GRANT UNITED WAY OF CENTRAL INDIANA INC 2955 N MERIDIAN ST INDIANAPOLIS IN 46208 351007590 501(C)(3) 104533 0 MATCHING GIFTS UNIVERSITY OF ARIZONA 1200 EAST UNIVERSITY BLVD TUCSON AZ 85721 866050388 501(C)(3) 25000 0 DIRECTED GIFTS UNIVERSITY OF CALIFORNIA LOS ANGELES ANDERSON SCHOOL 110 WESTWOOD PLAZA LOS ANGELES CA 90024 952250801 501(C)(3) 25000 0 DIRECTED GIFTS UNIVERSITY OF HAWAII 2444 DOLE STREET HONOLULU HI 96822 990085260 501(C)(3) 3000000 0 OPERATING GRANT UNIVERSITY OF INDIANAPOLIS 1400 EAST HANNA AVENUE INDIANAPOLIS IN 46227 350868107 501(C)(3) 9300 0 MATCHING GIFTS UNIVERSITY OF MICHIGAN 200 FLETCHER ST ANN ARBOR MI 48109 386006309 STATE OF MICHIGAN 30000 0 DIRECTED GIFTS UNIVERSITY OF NOTRE DAME DU LAC 1100 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 40000 0 DIRECTED GIFTS, MATCHING GIFTS UNIVERSITY OF PENNSYLVANIA 2929 WALNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 70000 0 DIRECTED GIFTS, MATCHING GIFTS UNIVERSITY OF TEXAS AT AUSTIN MAIN BLDG 400 G3400 PO BOX T AUSTIN TX 78713 746000203 501(C)(3) 37500 0 DIRECTED GIFTS UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE VA 22904 546001796 STATE OF VIRGINIA 7500 0 MATCHING GIFTS UNIVERSITY OF VIRGINIA COLLEGE PO BOX 5527 CHARLOTTESVILLE VA 22905 542009312 501(C)(3) 50000 0 DIRECTED GIFTS UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(C)(3) 9000 0 MATCHING GIFTS WE UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 300 S WESTNEDGE AVE KALAMAZOO MI 49007 381360419 501(C)(3) 360000 0 OPERATING GRANT WHEELER MISSION MINISTRIES 205 E NEW YORK ST INDIANAPOLIS IN 46204 350888771 501(C)(3) 5763 0 MATCHING GIFTS YMCA OF THE ROCKIES - SNOW MOUNTAIN RANCH PO BOX 169 WINTER PARK CO 80482 840404913 501(C)(3) 6720 0 MATCHING GIFTS YOUTH FOR TOMORROW 11835 HAZEL CIRCLE DRIVE BRISTOW VA 20136 521342268 501(C)(3) 75000 0 OPERATING GRANT YOUTH MENTORING INITIATIVE PO BOX 743 FISHERS IN 46038 262543447 501(C)(3) 20000 0 OPERATING GRANT 155 0 PART I, LINE 2: STRADA EDUCATION NETWORK, INC.'S GRANT-MAKING IS LIMITED TO THE 50 U.S. STATES AND THE DISTRICT OF COLUMBIA. STRADA EDUCATION NETWORK, INC. MONITORS THE USE OF GRANT FUNDS BY REQUIRING THE GRANTEE TO SEND IN A FINAL ACCOUNTING REPORT DESCRIBING HOW THE FUNDS WERE USED. THIS REPORT WILL INCLUDE ACTUAL EXPENSES THAT WOULD BE COMPARED TO THE BUDGET SENT IN WITH THE ORGINAL GRANT REQUEST. IN ADDITION, PROGRAM OFFICERS PERFORM SITE VISITS OR ATTEND EVENTS THAT STRADA EDUCATION NETWORK, INC. HAS SPONSORED. X X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 WILLIAM HANSEN PRESIDENT & CEO 597355 0 0 0 22903 0 74184 0 29480 0 723922 0 0 0 MARK PELESH EVP & CSO 297355 0 0 0 12582 0 47184 0 29480 0 386601 0 0 0 SHITAL PATEL SVP, CIO (THRU 10/1/17) 201383 0 91114 0 15775 0 273525 0 18474 0 600271 0 0 0 LARRY LUTZ EVP, CORP DEV 263048 0 0 0 13402 0 42084 0 29480 0 348014 0 0 0 STEPHEN C HAM EVP & CFO 307168 0 0 0 15578 0 48884 0 24810 0 396440 0 0 0 ALISON GRIFFIN SVP EXT & GOVT REL (THRU 9/1/17) 134251 0 0 0 22354 0 9520 0 12412 0 178537 0 0 0 SCOTT FLEMING EVP, CHIEF CPO 263047 0 0 0 1627 0 33513 0 29480 0 327667 0 0 0 THOMAS DAWSON EVP & COO 269755 0 0 0 1300 0 34684 0 32080 0 337819 0 0 0 CAROL D'AMICO EVP NAT ENG & MISS ADV 278169 0 0 0 10213 0 43784 0 11879 0 344045 0 0 0 CRAIG P ANDERSON SVP BUS DEV 0 259855 0 0 0 3944 0 36020 0 30980 0 330799 0 0 DAVID B BOODT EVP & GEN COUN & SEC (THRU 5/31/17) 127127 0 426137 0 637051 0 34200 0 29054 0 1253569 0 0 0 TERRY HOLLOWAY SVP CHIEF TALENT OFF (FEB-MAR 2017) 192356 0 0 0 978 0 13505 0 29480 0 236319 0 0 0 DARYL GRAHAM SVP MISS ADV & PHIL (FEB-MAR 2017) 148109 0 0 0 465 0 0 0 16493 0 165067 0 0 0 DEBORAH MCCLOUD VP & CONTROLLER 167273 0 0 0 2531 0 199136 0 23810 0 392750 0 0 0 LEONARD GURIN SVP INVESTMENTS 186781 0 0 0 912 0 24676 0 30000 0 242369 0 0 0 DEREK REDELMAN VP, RESEARCH & POLICY 172990 0 3766 0 1094 0 10920 0 6371 0 195141 0 0 0 ANNE CALVERT VP, FINANCIAL ANALYSIS & BUDGET 176742 0 0 0 4230 0 23476 0 20849 0 225297 0 0 0 CEBRA GRAVES VP, INSIGHTS & PLANNING 188317 0 0 0 597 0 22919 0 29480 0 241313 0 0 0 JONI M ANDERSON VP, ASSOC GENERAL COUNSEL 175336 0 0 0 2573 0 23212 0 25950 0 227071 0 0 0 ROBERT MURRAY VP CORP COMM 77364 0 16627 0 142513 0 6803 0 22894 0 266201 0 0 0 PART I, LINE 1A 1. FIRST CLASS TRAVEL - FIRST CLASS TRAVEL IS APPROVED FOR ALL TRUSTEES IF THE FLIGHT IS MORE THAN 2 HOURS IN DURATION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. THIS NON-TAXABLE BUSINESS EXPENSE IS NOT TREATED AS ADDITIONAL TAXABLE COMPENSATION TO THE TRUSTEE. FIRST CLASS TRAVEL IS APPROVED FOR EMPLOYEES, AT THE DISCRETION OF THE CEO, IF THEY TRAVEL FREQUENTLY AS PART OF THEIR POSITION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. EVP & CFO STEPHEN C. HAM HAS BEEN APPROVED BY WILLIAM HANSEN, CEO, FOR ONE CLASS UPGRADE, WHICH MAY RESULT IN FIRST CLASS TRAVEL, DUE TO A MEDICAL CONDITION. THIS NON-TAXABLE BUSINESS EXPENSE IS NOT TREATED AS ADDITIONAL TAXABLE COMPENSATION. 2. TRAVEL FOR COMPANIONS - ONE OR MORE OF THE BOARD MEMBERS AND OFFICERS LISTED IN PART VII BROUGHT THEIR SPOUSE/GUEST TO THE ANNUAL BOARD RETREAT IN 2017. THE POLICY OF THE COMPANY IS TO NOT PAY FOR THE SPOUSE/GUEST TO TRAVEL TO THE RETREAT OR FOR INDIVIDUAL MEALS OF THE SPOUSE/GUEST. THE SPOUSE/GUEST WAS INVITED TO ATTEND CERTAIN LIMITED GROUP MEALS AND ACTIVITIES PAID FOR BY STRADA EDUCATION NETWORK, INC. THE ALLOCATED COST OF SUCH EXPENSES WAS REPORTED AS TAXABLE COMPENSATION ON THE BOARD MEMBER'S IRS FORM 1099 OR THE OFFICER'S W-2, AS APPLICABLE. 3. HEALTH OR SOCIAL CLUB DUES - STRADA EDUCATION NETWORK, INC. MAY REIMBURSE EACH EMPLOYEE UP TO A MAXIMUM OF $250 PER CALENDAR YEAR FOR THE COST OF (I) EXERCISE EQUIPMENT PURCHASED DURING THE APPLICABLE CALENDAR YEAR AND/OR (II) A HEALTH OR FITNESS CLUB MEMBERSHIP. ALL REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE. PART I, LINE 4A: UNDER A VOLUNTARY TERMINATION AGREEMENT ENTERED INTO BY THE EMPLOYEE AND THE ORGANIZATION OR UPON A QUALIFYING TERMINATION DEFINED AS AN INVOLUNTARY SEPARATION FROM SERVICE OTHER THAN FOR CAUSE, THE EMPLOYEE IS ENTITLED TO SEVERANCE PAY BASED UPON YEARS OF SERVICE. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENTS REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM STRADA EDUCATION NETWORK, INC. SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: DAVID BOODT $570,000 ROBERT MURRAY $123,010 PART I, LINE 4B: THE CEO OF STRADA EDUCATION NETWORK, INC., PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER CODE SECTION 457(F). ANY AMOUNTS ULTIMATELY PAID UNDER THE PLAN TO THE CEO ARE REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO PAYMENTS WERE MADE UNDER THE PLAN DURING CALENDAR YEAR 2017. PART I, LINE 7: ALL OFFICERS AND ALL EMPLOYEES OF THE COMPANY PARTICIPATE IN THE "EMPLOYEE INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND INDIVIDUAL PERFORMANCE. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION. FORM 990, PART VI, SECTION A, LINE 2 PERSONS LISTED IN PART VII MAY HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON RELATED STRADA EDUCATION NETWORK, INC. BOARDS OR BY VIRTUE OF THEIR EMPLOYMENT WITH RELATED STRADA EDUCATION NETWORK, INC. ENTITIES. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE FEBRUARY 14, 2017, STRADA EDUCATION NETWORK, INC. AMENDED ITS ARTICLES OF INCORPORATION. THE SIGNIFICANT CHANGES ARE AS FOLLOWS: - THE ORGANIZATION'S NAME WAS CHANGED FROM USA FUNDS, INC. TO STRADA EDUCATION NETWORK, INC. (PREVIOUSLY CHANGED WITH THE IRS). - EDUCATION AT WORK, INC. WAS REMOVED AS A SUPPORTING ORGANIZATION UNDER THE RESERVED POWERS OF STRADA EDUCATION NETWORK, INC. - DXTERA INSTITUTE, INC. WAS ADDED AS A SUPPORTING ORGANIZATION UNDER THE RESERVED POWERS OF STRADA EDUCATION NETWORK, INC. FORM 990, PART VI, SECTION A, LINE 6 AS A DELAWARE NON-PROFIT ORGANIZATION, THIS CORPORATION HAS INDIVIDUALS AS ITS MEMBERS THAT SERVE AS ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS PREPARED BY THE COMPANY, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE FINANCE AND AUDIT COMMITTEE HAS COMPLETED THEIR REVIEW, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FULL BOARD IN ADVANCE OF THE FORM BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL EMPLOYEES. THE PURPOSE OF THE QUESTIONNAIRE IS TO SOLICIT INFORMATION ABOUT RELATIONSHIPS THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT DISCLOSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SET FORTH IN THE APPROVED CONFLICT OF INTEREST POLICY FOR TRUSTEES. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES OR ANY COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE CHAIR OF THE COMMITTEE, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING THE CONFLICT SHALL LEAVE THE ROOM IN WHICH THE MEETING IS HELD AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. A BOARD MEMBER SHALL ADVISE THE CHAIR OF THE GOVERNANCE COMMITTEE AND THE CORPORATE SECRETARY IN WRITING OF ANY POTENTIAL CONFLICTS OF INTEREST WHICH ARISE AFTER SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATIONS OF STRADA EDUCATION NETWORK, INC.'S CEO AND THE OTHER OFFICERS FOR CALENDAR YEAR 2017 WERE MADE BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHOSE MEMBERS HAVE NO CONFLICT OF INTEREST WITHIN THE MEANING OF TREAS. REG. 53.4958-6(C)(1)(III). THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY, AND WITH COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO AND ALL OTHER OFFICERS, AND DETERMINES IN ADVANCE THE REASONABLENESS OF COMPENSATION PAID TO AND BENEFITS PROVIDED TO SUCH INDIVIDUALS. AS PART OF THE ANNUAL PERFORMANCE EVALUATION, THE COMPENSATION COMMITTEE SOLICITS THE VIEWS OF THE CHAIRS OF THE OTHER BOARD COMMITTEES. THE DETERMINATIONS MADE AND THE BASIS OF SUCH DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITTEN MINUTES, FINAL DETERMINATIONS ARE REPORTED TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 10,361,384. MANAGEMENT AND GENERAL EXPENSES 2,819,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,180,882. SERVICE BUREAU FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,227. MISCELLANEOUS PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 30,225. MANAGEMENT AND GENERAL EXPENSES 4,164,001. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,194,226. FORM 990, PART XI, LINE 9: REVERSAL OF PRIOR YEAR GRANTS 588,383. TRANSFER OF NET ASSETS TO DXTERA INSTITUTE, INC. -768,787. NET ACTUARIAL GAIN RELATED TO EMPLOYEE BENEFITS PLANS 2,129,744. DXTERA INSTITUTE INC 1825 K STREET NW STE 1203 WASHINGTON DC 20006 815103331 EDUCATIONAL SUPPORT SERVICES DE 501(C)(3) 10 STRADA EDUCATION NETWORK INC 1 EDUCATION AT WORK INC 2300 WALL ST STE R CINCINNATI OH 45212 454035038 STUDENT EMPLOYEE OPPORTUNITIES OH 501(C)(3) 12B, II STRADA EDUCATION NETWORK INC 1 ROADTRIP NATION LTD 1626 PLACENTIA AVE COSTA MESA CA 92627 263889207 STUDENT ROADMAP DE 501(C)(3) 7 STRADA EDUCATION NETWORK INC 1 ROADTRIP PRODUCTIONS LTD 1626 PLACENTIA AVENUE COSTA MESA CA 92627 042615743 EDUCATION OUTREACH DE N/A C 1 INSIDE TRACK INC 121 SW SALMON STREET SUITE 800 PORTLAND OR 972042920 943344975 STUDENT COACHING DE STRADA EDUCATION NETWORK INC C -284784 27971950 1.00000 1 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 DXTERA INSTITUTE INC R 768787 FMV EDUCATION AT WORK INC A 420061 FMV EDUCATION AT WORK INC O 593856 FMV EDUCATION AT WORK INC D 11664912 FMV EDUCATION AT WORK INC L 1512000 FMV INSIDE TRACK INC D 3350609 FMV INSIDE TRACK INC Q 665615 COST REIMBURSEMENT INSIDE TRACK INC R 19950000 FMV INSIDE TRACK INC A 131244 FMV INSIDE TRACK INC R 597023 FMV ROADTRIP NATION LTD B 420175 FMV ROADTRIP NATION LTD A 121334 FMV ROADTRIP PRODUCTIONS LTD A 160888 FMV ROADTRIP PRODUCTIONS LTD R 5531223 FMV